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Feb 7, 2013
02/13
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the government transitions almost behind us, chinese new year will be behind us. china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as a percentage of what people are putting their capital in the highest of any of the companies i follow in terms of commitment to china? >> well, we're long term bullish on china. today, we have more hotel rooms in china than we do in europe. we have a third of our corporate growth coming from new hotels in china. by the way, these are great hotels. they're great management contracts and nobody wants our capital there. this is all cashless growth, with local money being invested. >> now, there's also a
the government transitions almost behind us, chinese new year will be behind us. china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point...
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Feb 16, 2013
02/13
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i used to have it on my pc. by never having all your stock eggs in one basket, you'll never have to suffer through the agony of watching everything you own get crushed and that basket gets run over by a truck or an oncoming train. >> what if you want to put an extra layer of protection against a market that's becoming increasingly volatile and difficult to fathom in the last few years? that's where the new diversification comes in. diversification by strategy. just like being diversified by sector immunizes your portfolio against massive across-the-board losses, being diversified by strategy helps ensure that no matter what kind of market we're in you'll likely always own something that's working. i've already said you should reserve one space in your portfolio for a high-yielding dividend stock. now you need a good old-fashion growth name. especially a secular growth stock. on wall street secular has nothing to do with public versus parochial schools or establishment clause in the first amendment, which you kno
i used to have it on my pc. by never having all your stock eggs in one basket, you'll never have to suffer through the agony of watching everything you own get crushed and that basket gets run over by a truck or an oncoming train. >> what if you want to put an extra layer of protection against a market that's becoming increasingly volatile and difficult to fathom in the last few years? that's where the new diversification comes in. diversification by strategy. just like being diversified...
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Feb 13, 2013
02/13
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familiarizing yourself with a company should ever be dismissed as less than useful. and i said at the top of the show, stocks trend to drift back in line with where they deserve to delayetrade. in addition to knowing a lot of pertinent things, you can assume your stock will end up with a certain price range, really. if you wait long enough it will happen, happens a big percentage of the time and if you keep up with the homework, a good, clean way of deciding whether or not to cut your losses in a stock that isn't working, which is an incredibly valuable tool when you are trying to claw your way because your stock went down because of a typical market sell-off. you need to know whether you should perhaps be a buyer, if nothing is going wrong with the company. you know whether opportunity is knocking or your head is about to be knocked to the canvas. on the other hand, it will give you the conviction to stay with a good stock hammered by the market forred wrong reasons, you will know why you are buying or selling something. isn't that good? won't be beholden to anyone
familiarizing yourself with a company should ever be dismissed as less than useful. and i said at the top of the show, stocks trend to drift back in line with where they deserve to delayetrade. in addition to knowing a lot of pertinent things, you can assume your stock will end up with a certain price range, really. if you wait long enough it will happen, happens a big percentage of the time and if you keep up with the homework, a good, clean way of deciding whether or not to cut your losses in...
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Feb 14, 2013
02/13
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WBAL
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use less. with the small but powerful picker upper, bounty select-a-size. >>> we talked about the way stocks diverge from companies. let me tell you about a tool that can help you make money quickly but carries a certain amount of risk and can be trouble if you don't know what you're doing. i'm talking about investing in initial public offerings, ipos, get more questions about this than anything. it's possible to ignore the opportunities that have presented themselves the last couple of years. some are red hot and others fizzle from the opening bell. these are led by technology and in some cases social media names, which have been met with exceptional hype. hype doesn't begin to describe the buzz, almost hysteria, about the facebook ipo. that was super hype. maybe hyper hype. they are sexy, talked about and written, endlessly, but hardly ever told what to actually do with them. i'm going to teach you the basics right now, because when you know how to tell the difference between an about to be p
use less. with the small but powerful picker upper, bounty select-a-size. >>> we talked about the way stocks diverge from companies. let me tell you about a tool that can help you make money quickly but carries a certain amount of risk and can be trouble if you don't know what you're doing. i'm talking about investing in initial public offerings, ipos, get more questions about this than anything. it's possible to ignore the opportunities that have presented themselves the last couple...
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Feb 14, 2013
02/13
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since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. >>> welcome back to tonight's special edition of "mad money," where i try to explain what moves stocks up, what really moves them and how they diverge from the companies they purport to represent. i talked about the need for investors to get familiar with how stocks trade. you need to know about the traders that drive stocks in different directions and watch short-term moves in stock prices, take advantage of them rather than pretending like so many pundits do, that short-term gyrations are benea
since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced...
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Feb 5, 2013
02/13
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well, we got our heads handed to us. similarly owning tech, when tech is often to be considered heavily dependent upon europe. hey, come on as much as 20% to 25% of earnings for tech are derived from the continent. typically it's been deadly. we know this because the businesses don't dodge it on the conference calls. that's how you learn about it, people. the analysts won't let them get away with it. all you've got to do is listen to the q & a, and you're going to hear one out of every two or three questions about europe. asia, one out of two questions about china. that's too hard a steeplechase to go through. you want some preventive medicine, go through the previous calls, if the plurality of questions are about europe, then you know you're going to be in for a bruising next time. that's what the analysts are ç focusing on, forcing the companies to talk about. as correlated with europe as many tech and bank stocks are, it's china that controls so so of the cyclicals. listen to the earnings calls of caterpillar, joy g
well, we got our heads handed to us. similarly owning tech, when tech is often to be considered heavily dependent upon europe. hey, come on as much as 20% to 25% of earnings for tech are derived from the continent. typically it's been deadly. we know this because the businesses don't dodge it on the conference calls. that's how you learn about it, people. the analysts won't let them get away with it. all you've got to do is listen to the q & a, and you're going to hear one out of every two...
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Feb 9, 2013
02/13
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when royal caribbean reported, they gave us very upbeat incremental data telling us booking volumes have been running ahead of where they were last year. we call it sandbagging, making it so that the bar is so low they can make big money. i think carnival deserves to trade at a premium. here's the bottom line. the norwegian cruise ipo told us that the cruise ships are on fire back in january, the market's loving them but it was royal caribbean's earnings that let us know business is in great ship. that means you sail away, come sail away with the best of breed, which is carnival cruise. ted in arizona. ted. >> caller: jim, a warm and sunny booyah from arizona. >> a rub it in booyah, why don't you. >> caller: i'm calling to ask about lcc, u.s. air way. i've been watching them improve operations all year and i think they're firing on all cylinders. the stock has had a nice run up but i think it's still undervalued. with the media calling the merger with american airlines imminent, is it time to ring the register? >> no, no. since the show began eight years ago, i've been bearish on the two
when royal caribbean reported, they gave us very upbeat incremental data telling us booking volumes have been running ahead of where they were last year. we call it sandbagging, making it so that the bar is so low they can make big money. i think carnival deserves to trade at a premium. here's the bottom line. the norwegian cruise ipo told us that the cruise ships are on fire back in january, the market's loving them but it was royal caribbean's earnings that let us know business is in great...
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Feb 4, 2013
02/13
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since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. >>> earnings season doesn't have to be unfathomable numbers exist only for hedge funds to attempt to profit. tonight we have showed you how to look for signs of what to do with your portfolio over the long run because the earnings reports and the subsequent conference calls, the crucial thing, look, here's the deal. they don't have to be shoot first, ask questions later experiences. actually, the opposite. conference calls are ask questions, ask questions, and then ask some more questions and only then maybe take action. we are asking specifically about what the growth of the earnings per share might be and how expensive that would make the stock versus other stocks in th
since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. >>> earnings season doesn't have to be unfathomable numbers exist only for...
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Feb 21, 2013
02/13
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i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade... ranked "highest in customer loyalty for brokerage and investment companies." how do you keep an older car running like new? you ask a ford customer. when they tell you that you need your oil changed you got to bring it in. if your tires need to be rotated, you have to get that done as well. jackie, tell me why somebody should bring they're car here to the ford dealership for service instead of any one of those other places out there. they are going to take care of my car because this is where it came from. price is right no problem, they make you feel like you're a family. get a synthetic blend oil change, tire rotation and much more, $29.95 after $10.00 rebate. if you take care of your car your car will take care of you. >>> you know what the real problem is for month-old fed notes right now? simple, they
i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade... ranked "highest in customer loyalty for brokerage and investment companies." how do you keep an older car running like new? you ask a ford customer. when they tell you that you need your oil changed you got to bring it in. if your tires need to be...
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Feb 22, 2013
02/13
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to us continue bond buying. when the fed didn't have the information then as now, it's a sucker's bet. maybe this time it's different. that's what the sellers did. forgive me if i choose to be a tad more circumspect. stay with cramer. ♪ [ male announcer ] every car we build must make adrenaline pump and pulses quicken. ♪ to help you not just to stay alive... but feel alive. the new c-class is no exception. it's a mercedes-benz through and through. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. but at xerox we've embraced a new role. working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%...
to us continue bond buying. when the fed didn't have the information then as now, it's a sucker's bet. maybe this time it's different. that's what the sellers did. forgive me if i choose to be a tad more circumspect. stay with cramer. ♪ [ male announcer ] every car we build must make adrenaline pump and pulses quicken. ♪ to help you not just to stay alive... but feel alive. the new c-class is no exception. it's a mercedes-benz through and through. see your authorized mercedes-benz dealer...
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Feb 28, 2013
02/13
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it will be used in the future, as its applications and use grows. we really believe that in a five year period, iclusig can grow to be an $800 million product and growing to a billion in global revenues. >> doesn't it have to become a first-line treatment for many more people than it is currently? >> certainly. the current focus of the trials and approval is in patients that have failed other medicines for leukemia. to get to the billion dollar plus level without question, it will need to be used in the newly diagnosed cml patient. we have a big trial currently looking specifically at that. >> okay. when i know asco comes up in the fall, will we have some information about that big trial then or is it too soon? >> the trial started last year. we will have information about iclusig and other medicines, but we won't have results on the epic trial, the trial for newly diagnosed patients until best case next year. >> there are other drugs on the market from the literature is clear, i don't think they are as effective as yours. what is the sales pitch to
it will be used in the future, as its applications and use grows. we really believe that in a five year period, iclusig can grow to be an $800 million product and growing to a billion in global revenues. >> doesn't it have to become a first-line treatment for many more people than it is currently? >> certainly. the current focus of the trials and approval is in patients that have failed other medicines for leukemia. to get to the billion dollar plus level without question, it will...
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Feb 23, 2013
02/13
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or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >>> sometimes the forgiveness of this market just astounds me. ♪ hallelujah take hewlett-packard, this formerly great tech company reported a pretty miserable quarter last night. it just wasn't so miserable as to drive the stock lower and the market turned the other cheek and bid the stock up $2.10 today. hpq really took off after my buddy david faber grilled the ceo meg whitman and she acquitted herself right in front of our eyes very well making me and no doubt you feel that she should be bet with and not against as she tries to turn around this american icon of a tech company, which did see its stock fall more than 40% last year. i bet the stock of johnson & johnson? company delivers a subpar quarter and continues to get lots of love from wall street including me. remember i liked that new ceo so much. but i did think for sure that when j&j disclosed not one but two government probes into possible false claims related to hip devices and surgical masks a
or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >>> sometimes the forgiveness of this market just astounds me. ♪ hallelujah take hewlett-packard, this formerly great tech company reported a pretty miserable quarter last night. it just wasn't so miserable as to drive the stock lower and the market turned the other cheek and bid the stock up $2.10 today. hpq really took off after my buddy david faber grilled the ceo meg whitman and she acquitted herself...
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Feb 5, 2013
02/13
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since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. >> offed record, they give it up, knowing i am not going to betray them. washington didn't screw it up so badly that businesses hurt. we can thrive again. we talk about confidence, what creates confidence on this show. i think i should talk about more of what makes confidence. there is a mistrust of both political parties off and on the record. head scratches, the republicans tend to work at big companies with different ethnicities and thrown off by the agenda, i kept hearing it called all the time in new orleans. they don't get personal, they don't understand the personal, they understand they may not have a sympathetic ear of the president, didn't expect to be blown off
since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. >> offed record, they give it up, knowing i am not going to betray them....
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Feb 22, 2013
02/13
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WBAL
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eye 74
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to us continue bond buying. when the fed didn't have the information then as now, it's a sucker's bet. maybe this time it's different. that's what the sellers did. forgive me if i choose to be a tad more circumspect. stay with cramer. and...done. did you just turn your ringer off so no one would interrupt us? oh no, i... just used my geico app to get a tow truck. it's gonna be 30 minutes. oh, so that means that we won't be stuck up here, for hours, with nothing to do. oh i get it, you wanna pass the time, huh. (holds up phone) fruit ninja!!! emergency roadside assistance. just a click away with the geico mobile app. but first you've got to get him to say, "hello." new crest 3d white arctic fresh toothpaste. use it with these 3d white products, and whiten your teeth in just 2 days. new crest 3d white toothpaste. life opens up when you do. i took something for my sinuses, but i still have this cough. [ male announcer ] a lot of sinus products don't treat cough. they don't? [ male announcer ] nope, but alka seltzer
to us continue bond buying. when the fed didn't have the information then as now, it's a sucker's bet. maybe this time it's different. that's what the sellers did. forgive me if i choose to be a tad more circumspect. stay with cramer. and...done. did you just turn your ringer off so no one would interrupt us? oh no, i... just used my geico app to get a tow truck. it's gonna be 30 minutes. oh, so that means that we won't be stuck up here, for hours, with nothing to do. oh i get it, you wanna...
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Feb 22, 2013
02/13
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or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus. this is the pursuit of perfection. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that companies depend on today's xerox for services that simplify how work gets done. which is...pretty much what we've always stood for. with xerox, you're ready for real business. you are gonna need a wingman. and my cash back keeps the party going. but my airline miles take it worldwide. [ male announcer ] it shouldn't be this hard. with creditcards.com, it's easy to search hundreds of cards apply online. creditcards.com. to deposit checks from anywhere. [ wind howling ] easier than actually going to the bank. mobile ch
or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus. this is the pursuit of perfection. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so,...
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Feb 7, 2013
02/13
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we used to get double-digit same store sales. you know i've been waiting for chipotle to increase the prices on its menus, they haven't. the salsa, yeah, they had to move west coast salsa to east. and if you took time to listen to the conference call, you knew they can take a price increase now and would most likely do so this year and they are not worried about the consequences because people will stick with them. the uninformed goofus dumps the stock where it opens. the informed gallant buys it there. yes, it was that easy. as long as you knew the metric that chipotle had the ability to put through price increases for its delicious, healthier burritos and salads. thank you for that tofu salad, now my kids will like everything on the menu. now, sometimes you can use your homework to justify and understand the market. even though you may not be able to make money until a later occasion. case in point, the disappointing numbers, allegedly, quote, from cummings, the big engine maker. it came out this morning, a guide down. wow, you
we used to get double-digit same store sales. you know i've been waiting for chipotle to increase the prices on its menus, they haven't. the salsa, yeah, they had to move west coast salsa to east. and if you took time to listen to the conference call, you knew they can take a price increase now and would most likely do so this year and they are not worried about the consequences because people will stick with them. the uninformed goofus dumps the stock where it opens. the informed gallant buys...
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Feb 7, 2013
02/13
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most people don't know which one to use. that's why dentists recommend the brand they use themselves. oral-b, the brush originally created by a dentist. trust the brand more dentists and hygienists use. oral-b. diarrhea, gas, bloating? yes! one phillips' colon health probiotic cap each day helps defend against these digestive issues... with three strains of good bacteria. [ phillips' lady ] live the regular life. phillips'. >>> okay. listen up. what did we learn today? we learned that there are stocks that report great quarters and they can go up and then come down. i'm focused on disney for a second. bob iger totally delivered. stock's off a little bit. stock goes to 53, you want to pull the trigger. we want to stay away from the ones that are up too much, biogen went up too much, cummins
most people don't know which one to use. that's why dentists recommend the brand they use themselves. oral-b, the brush originally created by a dentist. trust the brand more dentists and hygienists use. oral-b. diarrhea, gas, bloating? yes! one phillips' colon health probiotic cap each day helps defend against these digestive issues... with three strains of good bacteria. [ phillips' lady ] live the regular life. phillips'. >>> okay. listen up. what did we learn today? we learned that...
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Feb 6, 2013
02/13
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given us 211% gain. and the underlying trend seems strong enough that hain should be able to return to its long-term upward trajectory. but do not take it from me. let's talk to irwin simon, the founder, chairman, president and ceo of hain celestial to learn more about where the company is headed. welcome back to "mad money." >> hey, jim, how are you? >> sit down. >> let's go over this. >> now, this was a quarter where for the first time it was -- i want to say that going into it was marred by controversy. there was an article i have out here, celestial's unnaturally good share price. there were a couple as what i regard as first class raise down as if someone knew something. if there was anything to find out, you've always been candid. so let's set the record straight. this article said you might not have the organic growth, said that the competition may be too fierce. i didn't see the negatives that was pointed out and developed in this quarter. >> so let's come back and start from the beginning. numbe
given us 211% gain. and the underlying trend seems strong enough that hain should be able to return to its long-term upward trajectory. but do not take it from me. let's talk to irwin simon, the founder, chairman, president and ceo of hain celestial to learn more about where the company is headed. welcome back to "mad money." >> hey, jim, how are you? >> sit down. >> let's go over this. >> now, this was a quarter where for the first time it was -- i want to say...
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Feb 1, 2013
02/13
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eye 92
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did you just turn your ringer off so no one would interrupt us? oh no, i... just used my geico app to get a tow truck. it's gonna be 30 minutes. oh, so that means that we won't be stuck up here, for hours, with nothing to do. oh i get it, you wanna pass the time, huh. (holds up phone) fruit ninja!!! emergency roadside assistance. just a click away with the geico mobile app. i'm up next, but now i'm singing the heartburn blues. hold on, prilosec isn't for fast relief. cue up alka-seltzer. it stops heartburn fast. ♪ oh what a relief it is! or just seem to fade away, day by day? don't compromise. new vidal sassoon pro series from the original salon genius. starts vibrant, stays vibrant. precision mix formula saturates each strand for 100% gray coverage. hydrablock conditioner helps fight fade out for up to 8 weeks. new vidal sassoon lets you say no to compromise and yes to vibrant color like this. new vidal sassoon pro series salon genius. brilliantly priced. >>> could dunkin brands be the next dominos? given you monster multi-year gains for three
did you just turn your ringer off so no one would interrupt us? oh no, i... just used my geico app to get a tow truck. it's gonna be 30 minutes. oh, so that means that we won't be stuck up here, for hours, with nothing to do. oh i get it, you wanna pass the time, huh. (holds up phone) fruit ninja!!! emergency roadside assistance. just a click away with the geico mobile app. i'm up next, but now i'm singing the heartburn blues. hold on, prilosec isn't for fast relief. cue up alka-seltzer. it...
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Feb 1, 2013
02/13
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so that has been a real growth area and a strength for us. >> okay. now this morning, bernstein research, in a piece i didn't really care for but i wanted to get your response, they took key from a hold to a sell, saying that it would probably be difficult for you to make as much as you did this year next -- as much as you're going to do this year, next year. i would think that you could do easily more than a penny next year than you're doing this year, but that's what they're forecasting. is that too conservative? >> i will tell you, they took key as well as a number of regionals down based on what they thought were some pressures around earnings and revenue growth. i think the thing you highlighted when you did your introduction on us is that we really came through the fourth quarter with revenue growth, loan growth, margin expansion, we've announced an efficiency initiative. >> you also have momentum in commercial real estate. we had a couple regional banks on in the last few weeks said there's no momentum at all in commercial real estate. obviousl
so that has been a real growth area and a strength for us. >> okay. now this morning, bernstein research, in a piece i didn't really care for but i wanted to get your response, they took key from a hold to a sell, saying that it would probably be difficult for you to make as much as you did this year next -- as much as you're going to do this year, next year. i would think that you could do easily more than a penny next year than you're doing this year, but that's what they're...
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Feb 23, 2013
02/13
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in fact, radian used the slump to make itself stronger. just a few years ago radian was the number three player in market share in the private mortgage insurance business. now it's number one. the company wrote 37 billion, that's with a b, in new insurance in 2012, up 139% from the year before and wrote $4 billion in new insurance last year alone. it might seem crazy to recognize a mortgage insurer but when you look at the fundamentals it makes a lot of sense and you know radian's business is only going to improve as the housing market continues to pick up steam. there's another way in which radian has benefited from the aftermath of the financial crisis as banks have tightened up their lending standards. it's much harder to get a mortgage these days and that means the policies radian has been writing for the last three years is much less likely to blow up in their faces. and they've been incredibly aggressive in pursuing this profitable new business. right now 45% of radian's risk in force and that's the key metric that measures their max
in fact, radian used the slump to make itself stronger. just a few years ago radian was the number three player in market share in the private mortgage insurance business. now it's number one. the company wrote 37 billion, that's with a b, in new insurance in 2012, up 139% from the year before and wrote $4 billion in new insurance last year alone. it might seem crazy to recognize a mortgage insurer but when you look at the fundamentals it makes a lot of sense and you know radian's business is...